EverSource Wealth Advisors’s NorthWestern Energy NWE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $83.3K | Buy |
1,624
+493
| +44% | +$25.3K | ﹤0.01% | 1299 |
|
|
2025
Q1 | $65.5K | Sell |
1,131
-72
| -6% | -$4.17K | ﹤0.01% | 1104 |
|
|
2024
Q4 | $64.3K | Buy |
1,203
+887
| +281% | +$47.4K | ﹤0.01% | 1074 |
|
|
2024
Q3 | $18.1K | Sell |
316
-1,198
| -79% | -$68.6K | ﹤0.01% | 1545 |
|
|
2024
Q2 | $81.4K | Buy |
1,514
+150
| +11% | +$8.07K | 0.01% | 883 |
|
|
2024
Q1 | $68.8K | Sell |
1,364
-303
| -18% | -$15.3K | 0.01% | 854 |
|
|
2023
Q4 | $84.8K | Buy |
1,667
+1,589
| +2,037% | +$80.9K | 0.01% | 696 |
|
|
2023
Q3 | $3.75K | Sell |
78
-4
| -5% | -$192 | ﹤0.01% | 1814 |
|
|
2023
Q2 | $4.65K | Sell |
82
-626
| -88% | -$35.5K | ﹤0.01% | 1755 |
|
|
2023
Q1 | $41K | Buy |
708
+690
| +3,833% | +$39.9K | 0.01% | 857 |
|
|
2022
Q4 | $1.07K | Sell |
18
-2,143
| -99% | -$127K | ﹤0.01% | 2073 |
|
|
2022
Q3 | $106K | Buy |
2,161
+610
| +39% | +$29.9K | 0.02% | 415 |
|
|
2022
Q2 | $91K | Buy |
+1,551
| New | +$91K | 0.02% | 401 |
|